Since 2000, FileTrail has been Enhancing Information Governance and Records Management for Law Firms

With experience in migrating from legacy records management systems such as LegalKey, Accutrac, and ARM/FileSurf, our knowledge makes us the best solution for leading law firms today.

We thought it was important that the replacement for ARM/FileSurf lower our overhead costs, be easier to roll out, and provide more efficient processes for users. FileTrail has gone beyond our expectations in these areas. Their partnering approach has worked well according to our RM and our IT project staff. Their innovative features show a thought leadership we did not find in Records Management elsewhere.
— Bret Chapman, CIO, Husch Blackwell LLP

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Legal consulting firm InOutsource is gaining momentum for its FileTrail technology implementation consultation and services. In the past year alone, 11 law firms - including seven AmLaw 200 firms - have hired InOutsource to upgrade their records management solution with FileTrail.
— Nancy Beauchemin, President and Founder of InOutsource
After evaluating both FileTrail and iManage, we decided that FileTrail would better support the firm’s strategic goals in terms of business and technology infrastructure. We can deploy FileTrail either on-premise or in the cloud and its simple user interface makes it easy to navigate and train on. We like everything it offers
— Brian Creona, application development manager for Neal, Gerber & Eisenberg LLP

Clients Love FileTrail

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InOutsource provides Information Governance consulting and technical implementation services for law firm clients. They leverage years of industry leading experience to transform outdated records departments into modern Information Governance programs.

Our seamless integration provides a single point of access for physical records and electronic documents. Staff see physical records within the NetDocs Matter Workspace, and gain the ability to request retrieval, perform transfers, and manage records for their Attorneys. Read more about it in our datasheet.

Our Walls Connector and Open Connector automatically synchronize ethical walls and client-matter data into FileTrail, ensuring data quality and eliminating redundant entry.


Our powerful integration tools – including Web Services, frame-able pages, and an import scheduler – simplify integration with leading Document Management and Accounting systems.

Built for Success

information governance   FileTrail helps implement your IG program.   Calculate retention off of Matter Close Date.  Apply holds by Matter or to specific records.  Build Ethnical Walls or sync with IntApp Walls.  Archive records based on activity.  Disposition reviews presented on-line.  Reviews and escalations driven by email notifications.  Streamline disposition and destruction.

information governance

Implement IG Strategy

Calculate retention with matter close date.
Apply holds by matter to specific records.
Build ethical walls or sync with IntApp.
Archive records based on activity.
Online review of disposition dates.
Email alerts for reviews and escalations.
Streamlined disposition and destruction.

RECORDS MANAGEMENT   FileTrail automates physical records management.   Search on any field.  Download search results.  Create ad hoc reports.  Ranked results from Full Text Search.  Easy because it is like using the internet.  File room activity dashboard.  Automate off-site archiving.  Print plain or color coded labels from any workstation.


Automate P.R.M.

Powerful search on any field.
Simple download of search results.
Create ad-hoc results with ease.
See ranked results from full text search.
Activity dashboard for file room personnel.
Automate off-site disposition and archival.
Print plain or color coded labels.

Migration      Ease your transition to new technology.   Experience migrating legacy data from popular legal RM systems.  Replace legacy functionality with similar features.  Commitment to law firm industry.  Customer feedback impacts every release.  Continual improvement through regular releases.  Apply upgrades easily without additional labor.


Transition to New Technology

Experience with migrating legacy data.
Exchange legacy functionality with similar but optimized features.
Guaranteed commitment to law firms.
Customer feedback impacts new releases.
Continual advancements with regularly scheduled  product updates. 
Upgrade easily without extra help. 

Technology        FileTrail stays current as technology changes.   100% browser-based since 2001.  PC, tablet and smartphone.  On-Premise or Cloud.  Scheduled releases.  Easy to upgrade.  Vulnerability tested.  AD and SAML authentication  Developed in C#.Net 4.5.  SOAP API Web Services.


Stay Current & Up to Date

100% browser-based application.
Access on your PC, tablet or smart device.
Store on premise or in the cloud.
Protected and secured with proven vulnerability testing.
AD and SAML authentication

Flexibility        Configurability lowers costs and creates a better fit .  Shorter time to delivery.  Lower delivery costs.  Unlimited user-defined fields.  Configure search forms and results to fit each role.  Configure for operational differences in file rooms.  Limit access to batch creation templates by office or practice.  Control who can do what with granular privileges.


Lower Costs with a Better Fit

Quick deployment and lower costs.
Create unlimited user-defined fields.
Configure search forms and results to fit.
Configure operational changes in file rooms.
Limit access to batch creation templates.
Control access with granular privileges.

Matter Mobility     FileTrail simplifies the cumbersome ‘in’ and ‘out’ data tasks.   Ingests and validates data from lateral hires and acquisitions.  Synchronizes client-matter data with Matter Intake.  Manages ethical walls or synchronizes them from external systems.  Exports data for departing attorneys.

Matter Mobility

Simplify In and Out Data Tasks

Import tools ingest and authenticates data from lateral hires and acquisitions.
Matches  client-matter with matter intake.
Manages ethical walls and or synchronizes them from external systems.
Exports data for departing attorneys.

For more information on why Upgrading your Law Firm's Records Management Software is worth it - take a look at our blog posts:


Want to see how our Records Management Software compares to the competition?

Records Management Software Comparison Chart

Records Management Software Free Trial

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